How to Refuse an Inheritance

This column first appeared in the SA Express-News and its MySA website on June 23, 2015. Dear Mr. Premack: I was recently informed that my aunt died and left a respectable inheritance for me. This may sound odd, but I am doing well and do not need this money from her. I would very much…

Estate/Inheritance Taxes in Texas vs California

This column first appeared in the San Antonio Express-News and its MySA.com website on April 20, 2015.  Dear Mr. Premack: My parents live in Texas, while I live in California. If I am anticipating inheriting just over $5 million, how does living in California affect the taxes? Do I have to move back to Texas…

Is Granddaughter entitled to Inheritance?

This column first appeared in the San Antonio Express News and its MySA website on January 28, 2015. Dear Mr. Premack: My granddaughter’s grandfather (on the other side of the family) died six years ago. I know he had a Will and I think he left some money in his Will for my granddaughter. However,…